Laidlaw Wealth Management LLC Options Holdings

Laidlaw Wealth Management LLC

  • $39.5 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$40,000
68
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $39.5 Million
  • Prior Value $32.8 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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